See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,188 | $77,813+69.9% | $123,544+7.0% | $64,186+105.9% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.3%+3.1pp | 69.6%+15.8pp |
| Annual return | -5.83% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,222 | $3,014+106.5% | $4,628+34.5% | $2,381+161.3% |
| Participant deferral / active EE | $6,258 | $5,240+19.4% | $6,426-2.6% | $3,470+80.4% |
| Admin fee / account holder | $21,202 | $5,519+284.2% | $9,284+128.4% | $4,888+333.8% |